State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Employees
Seward & Kissel LLP October 2014 - Present
Seward & Kissel LLP May 2013 - August 2013
State Street July 2012 - August 2012
Middlesex District Attorney's Office - Appeals Bureau May 2012 - July 2012
Law offices of Higbee and Associates January 2010 - June 2011
Tax & Financial Group August 2009 - November 2009
Education
Boston College Law School 2011 — 2014
Doctor of Law (J.D.)
University of California, Riverside 2005 — 2009
B.S, Business Administration
Novartis Institutes for BioMedical Research 2013 - Present
State Street 2010 - 2013
Moors & Cabot, Inc 2008 - 2010
Crump Life Insurance Services 2004 - 2008
New York Life Insurance Company 2003 - 2004
Skills
Management, SharePoint, Social Technologies, Strategic Planning, Strategic Financial..., Business Management, Web 2.0, Social Business, Enterprise 2.0, Public Speaking, Business Relationship..., Social Media Strategist, Community Management, Product Management, Enterprise Social..., Financial Planning, Jive, Yammer, Machine Learning, Text Mining, Enterprise Search, Solr, FAST ESP, Indexing, Knowledge Management, Product Development
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
University of New Hampshire
Bachelor of Arts (B.A.), Political Science and Government
Ernst & Young 2011 - Present
Boston College July 2008 - 2011
State Street 2010 - 2010
Skills
SQL, Spreadsheets, Program Management, Visual Basic, IT Audit, Team Management, Microsoft Excel, Vendor Management, Project Estimation, CISA, SSAE 16, Excel, QSM Slim, Auditing, Internal Audit
Education
Boston College - Carroll School of Management 2007 — 2011
Bachelor, Finance, Information Systems
Xaverian Brothers High School '07 2003 — 2007
LexisNexis September 2015 - Present
LexisNexis August 2013 - September 2015
Liberty Mutual Insurance May 2012 - August 2012
State Street November 2007 - April 2011
KCA December 2006 - June 2007
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Strategy, Valuation, Market Research, Mergers & Acquisitions, Management Consulting
Education
Duke Fuqua School of Business 2011 — 2013
MBA, Financial Analysis and Strategy
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2004
BS, Management
State Street September 2005 - Present
Putnam Investments October 1994 - September 2005
Skills
Fixed Income, MBS
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1999
Master of Business Administration (MBA), Finance, General
Fairfield University 1989 — 1993
Bachelor of Science (BS), Mathematics
State Street April 2014 - Present
State Street January 2013 - April 2014
Mammoth Mountain Ski Area September 2010 - August 2012
Mammoth Mountain Ski Area September 2009 - August 2010
Northwestern Mutual May 2008 - September 2008
Skills
Forecasting, Analysis, Microsoft Excel, Sales, Finance, Retail, Time Management, Accounting, Customer Satisfaction, Pricing, Purchasing, Inventory Management, Investments, Mutual Funds, Bloomberg Terminal, Institutional...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst 2006 — 2009
Bachelor of Arts (B.A.), Economics, 3.4
Self-employed 2008 - Present
KB Home 2007 - 2008
Avatar Holdings 2005 - 2007
State Street 2005 - 2005
Skills
Expert in Microsoft..., Excellent interpersonal..., Performance-driven, Goal-oriented..., Contract Negotiation, Customer Service, Interpersonal Skill, Management, Marketing Analytics, Microsoft Office, Negotiation, Real Estate, Sales, Team Leadership, Business Strategy
Education
Boston College - Carroll School of Management 1999 — 2003
Bachelor's of Science, Marketing/Marketing Management, General
Poinciana High School
TIAA-CREF February 2012 - Present
John Hancock Life Insurance Company (U.S.A.) 2005 - 2010
John Hancock Life Insurance Company (U.S.A.) 2003 - 2005
John Hancock Life Insurance Company (U.S.A.) 2001 - 2003
Putnam Investments 1996 - 2001
State Street 1991 - 1996
State Street 1989 - 1990
State Street 1988 - 1989
Skills
Investments, Investment Management, Mutual Funds, Investment Strategies, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
MBA, Finance
University of Vermont 1981 — 1985
BS, Accounting
Spaulding High School 1978 — 1981
diploma
Agios Pharmaceuticals June 2014 - Present
State Street July 2013 - June 2014
Deloitte September 2007 - July 2013
Deloitte January 2007 - May 2007
Gillette July 2005 - June 2006
Skills
SEC filings, US GAAP, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Auditing, Accounting, GAAP, Revenue Recognition, Financial Accounting, External Audit, Financial Analysis, CPA, Sarbanes-Oxley, Internal Audit, IFRS
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2008
MSA, Accounting
Northeastern University 2003 — 2007
BSBA, Accounting, Finance
Partners Capital Investment Group July 2014 - Present
State Street Global Advisors August 2013 - July 2014
State Street Bank November 2012 - August 2013
State Street August 2011 - October 2012
Skills
Banking, Financial Analysis, Corporate Actions, Bloomberg, Equities, Microsoft Office
Education
Boston College - Carroll School of Management 2013 — 2016
Master of Business Administration (M.B.A.), Finance
Worcester State University 2007 — 2011
Bachelor's Degree, Business Administration
The Mark Wine Group LLC September 2013 - Present
State Street January 2013 - July 2013
State Street April 2009 - December 2012
State Street (State Street Trust Company Canada) September 2007 - April 2009
State Street 2005 - 2007
State Street (State Street Bank & Trust Company, Tokyo Branch) January 2004 - June 2005
State Street (State Street Bank Europe Ltd) 2000 - 2004
State Street (State Street Trust Company Canada) 1995 - 2000
State Street 1990 - 1995
State Street 1987 - 1990
Skills
Business Strategy, Team Building, Corporate Governance, Institutional..., Asset Management, Asset Allocation, Foreign Exchange..., Securities, Hedge Funds, Equities, Derivatives, Fixed Income, Operational Risk, Risk Management, Strategy, Banking, Portfolio Management, Trading, Financial Risk, Capital Markets, Financial Markets, FX Options, Finance, Alternative Investments, Bloomberg, Mutual Funds, Bonds, Investments, Investment Banking, Trading Systems, Financial Services, Investment Management, Corporate Actions, Options, Structured Products
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
London School of Economics and Political Science
MSc, Economics
Addgene July 2015 - Present
EMD Millipore May 2014 - July 2014
Partners In Health June 2008 - July 2013
State Street September 1998 - June 2008
Skills
Data Analysis, Financial Analysis, Account Reconciliation, Financial Reporting, Management, Accounting, Analysis, Microsoft Excel, Nonprofits, Process Improvement, Finance, Business Analysis, Financial Modeling
Education
Boston University 2013 — 2015
MBA/MA in Economics
Boston College - Carroll School of Management 1994 — 1998
Bachelor of Science, Accounting
BMO Capital Markets June 2014 - Present
Bank of America Merrill Lynch March 2013 - Present
Bank of America Merrill Lynch July 2007 - March 2013
Banc of America Securities 2006 - 2006
State Street July 2001 - May 2005
Skills
Investment Banking, Mergers & Acquisitions, Strategy, Valuation, Financial Analysis, Financial Modeling, Private Equity, Corporate Finance, Corporate Development, Banking, Due Diligence, M&A experience, Business Valuation, LBO, Capital Markets, Equities, Client Relationship..., Business Development, Food & Beverage, Consumer Products, Client Coverage, Team Leadership, Mentoring, Credit, Project Management, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA
Suffolk University - Sawyer School of Management 2002 — 2004
MSF
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2001
BS, Finance
The Northern Trust Company November 2013 - Present
The Northern Trust Company April 2010 - November 2013
State Street July 1997 - March 2010
Skills
Mutual Funds, Hedge Funds, Asset Managment, Financial Services, Fixed Income, Global Custody, Equities, Fund Administration, Fund Accounting, Securities, ETFs, Alternative Investments, Asset Management, Back Office, Bonds, Capital Markets, Collateral Management, Derivatives, Financial Markets, Financial Risk, Fund Of Funds, Investment Management, Investments, Market Data, Middle Office, Operational Risk, Prime Brokerage, Relationship Management, Risk Management, Settlement, Trading, Trading Systems, Valuation
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MBA
Boston College 1992 — 1994
Bachelor's degree
PwC September 2013 - Present
State Street July 2013 - September 2013
UBS July 2012 - September 2012
GE June 2011 - August 2011
G2 Capital Advisors June 2011 - August 2011
HSBC July 2010 - August 2010
Education
Boston College - Carroll School of Management 2012 — 2013
MSF/MSA, Accounting and Finance
Boston University - School of Management 2009 — 2012
Bachelor of Science in Business Administration, Finance, Minor in Economics, Cum Laude
Harvard University 2009 — 2009
summer school, Finance
State Street December 2014 - Present
Ernst & Young September 2011 - November 2014
Accenture July 2009 - August 2009
Skills
Financial Accounting, CPA, Financial Reporting, Auditing, Internal Controls, Corporate Finance, GAAP, US GAAP, Financial Analysis, IFRS, Financial Modeling, Accounting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
Shanghai Jiao Tong University 2006 — 2010
Finance
The University of Texas at Austin, McCombs School of Business 2008 — 2008
Exchange Program
University of Pennsylvania
SIBT Program
STAG Industrial May 2014 - Present
Board of Trustees - Towne Estates Condominium Association October 2014 - Present
State Street October 2004 - May 2014
Investors Bank & Trust December 2005 - July 2007
Skills
Management, Analysis, Loans, Bloomberg, Accounting, Securities, Finance, Equities, Fixed Income, Credit, Asset Management, Financial Analysis, Financial Modeling, Financial Services, Investments, Mutual Funds, Portfolio Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
Business, Master in Business Administration
University of Maine 2000 — 2004
Business, Finance, International Business
NEPC October 2014 - Present
BNY Mellon July 2012 - October 2014
State Street December 2010 - July 2012
State Street November 2009 - December 2010
State Street June 2007 - November 2009
Skills
Analysis, Retirement, Fixed Income, Mortgage Marketing, Financial Services, Financial Analysis, Investments, Finance, Risk Management, College Education..., Financial Modeling, Equities, Financial Risk, Mutual Funds, Structured Products, Bloomberg
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
MS, Finance
Roger Williams University 2004 — 2007
BS, Financial Services
State Street August 2015 - Present
Dana-Farber Cancer Institute May 2015 - August 2015
Boston College Graduate CSOM Admissions September 2014 - August 2015
Southwest Airlines July 2012 - June 2014
Army & Air Force Exchange Service January 2011 - July 2012
Army & Air Force Exchange Service September 2010 - December 2010
US Bioservices, AmerisourceBergen Specialty Group June 2010 - August 2010
KPMG January 2010 - May 2010
Army & Air Force Exchange Service July 2009 - December 2009
Skills
Teamwork, Data Analytics, Process Improvement, Microsoft Excel, Cross-functional..., Effective Communication, Time and Resource..., Project Management, Building Effective..., Report Writing, Auditing, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Financial Reporting, Customer Service, Microsoft Word, Grant Administration, MicroStrategy Reporting, Grant Writing, Purchase Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Corporate Finance
The University of Texas at Dallas (UTD) 2006 — 2010
Bachelor of Science, Accounting and Information Management
Adaptive Insights August 2014 - Present
Wellington Management June 2012 - August 2014
State Street October 2010 - June 2012
China Consultants and Advisory of Finance and Management Co., LTD May 2011 - January 2012
State Street March 2008 - October 2010
Investors Bank & Trust February 2007 - March 2008
Skills
Bloomberg, Valuation, Equities, Derivatives, Microsoft Office, Mutual Funds, Securities, Fund Accounting, Corporate Actions, Asset Management, Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2013
Master of Science, Finance
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
MBA
University of Massachusetts, Amherst 2002 — 2006
BS, Economics, Polticial Science
State Street June 2014 - Present
Morgan Stanley Wealth Management June 2013 - April 2014
Belle Haven Investments June 2012 - August 2012
State Street Corporation June 2009 - July 2009
Skills
Bloomberg, Portfolio Management, Spanish, Trading, Fixed Income, Competitive Analysis, Mergers & Acquisitions, Marketing, Facebook, Financial Modeling, Financial Analysis, Finance, Bloomberg Terminal, Corporate Finance, Economics, Equities, Mutual Funds, Securities, Equity Research, Valuation, Capital Markets, Hedge Funds, Investments, Derivatives
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science in Finance
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2014
Bachelor of Science, Finance Concentration
Boston College High School 2007 — 2010
Universidad Carlos III de Madrid 2013 — 2013
Business
Globe Fish Company January 2010 - February 2013
State Street 1991 - 1994
State Street Bank 1990 - 1991
Hughes Aircraft Company 1988 - 1990
Skills
Finance, Analysis, Accounts Payable, Accounts Receivable, Account Reconciliation, Payroll, Financial Statements, Invoicing, Portfolio Management, Investments, Pricing
Education
Boston College - Carroll School of Management 1990 — 1992
Masters in Finance, Finance, General
Boston College - Carroll School of Management 1983 — 1987
Bachelor of Science (BS), Finance
St. Josephs
State Street Corporation August 2007 - Present
State Street December 2005 - August 2007
Wachovia Securities Financial Network August 2003 - December 2005
Skills
Employee Engagement, Program Management, Public Speaking, Training, Program Development, Community Outreach, Volunteer Management, Management, Human Resources, Leadership, Mentoring, Community Development, Time Management, Organizational..., Workshop Facilitation, Staff Development, Relationship Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2013
Certificate, Corporate Community Involvement
Suffolk University 2006 — 2008
MS, Human Resources
University of Maine at Farmington 1993 — 1998
B.A., Psychology
State Street April 2015 - Present
Deloitte & Touche September 2011 - April 2015
Deloitte & Touche September 2008 - August 2011
Deloitte & Touche July 2006 - August 2008
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2006
Bachelor of Science, Accounting and Information Systems
University of Phoenix 2010 — 2012
Master of Science (MS), Accounting
State Street 2012 - Present
State Street 2011 - 2012
State Street 1998 - 2011
Polaroid Corporation 1997 - 1998
Polaroid Corporation 1994 - 1997
Digital Equipment (HP) Corporation 1992 - 1994
Digital Equipment (HP) Corporation 1991 - 1992
Digital Equipment (HP) Corporation 1989 - 1991
Digital Equipment (HP) Corporation 1986 - 1989
Education
Boston College - Carroll School of Management
MBA, Finance
Boston University
BA, Cum Laude, Chemistry and Biology
EY January 2014 - Present
Boston College - Men's Lacrosse 2009 - 2013
Ernst & Young June 2012 - August 2012
State Street May 2011 - August 2011
Boston College September 2010 - August 2011
State Street June 2009 - August 2010
Skills
Asset Management, Financial Services, Accounting, Financial Reporting, Financial Accounting, Bloomberg Terminal, Financial Analysis, Microsoft Excel, Auditing, Assurance, PowerPoint, Internal Controls, Private Equity, Microsoft Word, Bloomberg, Microsoft Office, Valuation, Corporate Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2013
Master of Science, Accounting
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science, Management; Accounting
Boston College High School 2005 — 2009
Brown Brothers Harriman November 2013 - Present
Ameriprise Financial Services, Inc. October 2010 - November 2013
State Street April 2004 - February 2009
Putnam 1999 - 2003
Skills
Fixed Income, Mutual Funds, SDLC, Business Requirements, Fund Accounting
Education
Boston College - Wallace E. Carroll Graduate School of Management
Providence College 1982 — 1986
State Street September 2006 - Present
Investors Bank & Trust December 2003 - September 2006
University of Massachusetts June 2001 - November 2003
Skills
Bloomberg, Fixed Income, Mutual Funds, Equities, Financial Analysis, Investments, Financial Modeling, Derivatives, Fund Accounting, Financial Reporting, Management, Expense Management, Writing, Microsoft Excel, Fund Administration
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
MBA, Finance
Isenberg School of Management, UMass Amherst 1999 — 2003
BBA, Accounting
State Street September 2014 - Present
State Street June 2013 - September 2014
Boston Research and Management May 2012 - June 2013
Boston College September 2011 - August 2012
Mogae Consultants 2011 - 2011
Dentsu 2008 - 2011
Last Minute Media Pvt Ltd 2007 - 2008
Skills
Financial Modeling, Financial Analysis, Market Research, Bloomberg, Competitive Analysis, Valuation, Corporate Finance, Investments, Data Analysis, Management Consulting, Business Strategy, Project Management, Finance, Marketing Strategy, Business Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2013
MBA, Finance, Asset Management
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2013
Master's Degree, Finance (MSF)
Guru Nanak Dev University 2003 — 2007
B.Tech, Electronics and Communication
Guru Nanak Public School,Ludhiana 2002 — 2003
High School,Class 12, PCM
DAV Public School,Ludhiana 1999 — 2002
Middle School-High School, PCM
Delhi Public School Ghaziabad 1992 — 1999
Junior High School
State Street May 2015 - Present
State Street July 2005 - May 2015
State Street July 2000 - July 2005
Brown Brothers Harriman January 1994 - June 2000
Skills
Vendor Management, Vendor Mana, Vendor Relationships, Risk Management, Relationship Management, Wealth Management..., Financial Services, Compliance Oversight, Program Oversight, Application Security, Contract Management, Contractual Agreements, Service Level Management, Expense Management, Final Expense Planning, Technology Management, Process Improvement, Strategic Planning, Project Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1998
MBA
Boston University - School of Management 1988 — 1992
BSBA, Finance
Sacred Heart Academy 1984 — 1988
Pfizer July 2015 - Present
Personal Tutoring Services September 2007 - Present
Boston College September 2014 - May 2015
Boston College September 2013 - May 2015
Pfizer June 2014 - August 2014
State Street July 2011 - May 2013
Colorado State Treasury August 2010 - December 2010
Hitachi Consulting May 2007 - September 2007
Skills
Business Analytics, R, Monte Carlo Simulation, Discrete Event..., Financial Reporting, Finance, PowerPoint, Financial Modeling, Investments, Mathematics, Microsoft Excel, Training, Tutoring, Spanish, Networking, SPSS, Data Analysis, Fund Administration, Social Networking, Leadership, Excel, Microsoft Word, Bloomberg, Statistics, Quantitative Analytics, Financial Analysis, Corporate Finance, Microsoft Office, Analysis, Word, Train New Employees, Mentoring, Bloomberg Terminal, Financial Services, Mutual Funds, VBA, Analytics, Market Research, Public Speaking, Management, Social Media, Project Management, Strategy, Consulting, Business Analysis, Teamwork, Risk Management, Marketing, SQL
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Business Analytics, Corporate Finance and Marketing Information Analytics
Colby College 2006 — 2010
Bachelor of Arts (BA), Mathematics
The University of Edinburgh 2009 — 2009
Kent Denver High School 2003 — 2006
State Street Bank August 2013 - July 2015
State Street October 2012 - July 2013
Brandeis University November 2008 - September 2012
Skills
Microsoft Office, Stata, Data Analysis, Customer Service, Economics, Bloomberg Terminal, Microsoft Excel, Close Attention to..., Financial Services, Securities, Statistics, PowerPoint, Financial Operations, Data Analytics, Regression Analysis, Financial Statement...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2017
Master of Business Administration (MBA)
Brandeis University 2008 — 2012
Bachelor of Arts (B.A.), Economics
State Street September 2015 - Present
Davis & Gilbert LLP June 2015 - July 2015
Quickhelper February 2015 - July 2015
Organization for International Cooperation August 2013 - November 2013
Congressman Tim Walberg September 2012 - November 2012
Morgan Stanley Smith Barney June 2012 - August 2012
Skills
Microsoft Excel, Legal Writing, Document Review, Contract Review, LexisNexis, Westlaw, Community Outreach, Leadership, Research
Education
Boston College Law School 2014 — 2017
Juris Doctor (J.D.)
University of Michigan 2010 — 2014
B.A. with Distinction, Political Science and Complex Systems
London School of Economics 2013 — 2013
Summer Curriculum, International Law and Legal Studies
Brother Rice High School 2006 — 2010
The Boston Consulting Group September 2015 - Present
The Boston Consulting Group June 2014 - August 2014
State Street Global Markets January 2010 - July 2013
State Street Bank September 2009 - May 2010
State Street Bank June 2009 - September 2009
State Street Bank June 2008 - May 2009
State Street June 2007 - August 2007
Boston Bruins January 2007 - May 2007
Skills
Foreign Exchange, Marketing, Capital Markets, Microsoft Excel, Portfolio Management, Project Management, Analysis, PowerPoint, Relationship Management, Client-focused, Microsoft Office, Cultural Awareness, Social Media, Conference Organization
Education
MIT Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2009
B.S., Management, Dual Concentrations in Finance and Marketing; Minor in French
Université Paris Dauphine 2007 — 2008
Study Abroad, Management, Marketing
Hingham High School 2001 — 2005
Headwaters MB December 2014 - Present
State Street June 2014 - September 2014
Boston College September 2013 - May 2014
The Folkman Development Corporation July 2012 - August 2013
University of Vermont May 2009 - July 2012
Skills
Research, SPSS, R, Matlab, SAS, Stata, Economics, Mathematica, Financial Modeling, Valuation, Microsoft Excel, Quantitative Analytics, Microsoft Office, Analysis, Econometrics
Education
Boston College - Carroll School of Management 2013 — 2014
Master's Degree, Finance, General
University of Vermont 2007 — 2011
Bachelor of Science (B.S.), Business Administration - Finance Concentration, Magna Cum Laude
University of Vermont 2007 — 2011
Bachelor of Science (B.S.), Applied Mathematics, Cum Laude
Bishop Feehan High School 2004 — 2007
SunTrust Bank May 2014 - Present
Wilmington Trust May 2005 - April 2014
Bank of America August 2001 - July 2004
State Street 1993 - 2001
Pollak 1989 - 1992
Skills
Portfolio Management, Equities, Asset Allocation, Alternative Investments, Fixed Income, Hedge Funds, Investments, Asset Managment, Wealth Management, Mutual Funds, Investment Strategies, Derivatives, Bloomberg, Risk Management, Capital Markets, Investment Management, Financial Risk, Investment Advisory, Options, Financial Services, Private Equity, Asset Management, Strategic Financial..., Securities, Bonds, Finance, Wealth Management..., Financial Modeling, Financial Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management
MS
Columbia University in the City of New York
BS
Providence College
BS
Providence Equity Partners June 2012 - Present
State Street June 2011 - August 2011
Prudential Capital Group 2004 - 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
Master of Business Administration, Asset Management
University of New South Wales 2009 — 2010
Master of Financial Analysis
Boston College - Carroll School of Management 2000 — 2004
Bachelor of Science, Finance and Operations Management
State Street June 2015 - August 2015
Goldman Sachs June 2014 - August 2014
New Worcester Insurance January 2013 - June 2014
MHS Realty Trust January 2012 - June 2014
City of Boston January 2013 - July 2013
House of Commons January 2012 - April 2012
WilmerHale July 2011 - December 2011
Worcester District Attorney May 2010 - July 2010
Skills
Politics, Data Analysis, French, Intellectual Property, Policy Analysis, Government, Spanish, Legal Research, Legal Writing, PowerPoint, Research, Social Media, International Relations, Event Planning, Creativity, SPSS, Strategic Communications
Education
Boston College Law School 2014 — 2017
JD Candidate for 2017
Northeastern University 2009 — 2014
Bachelor's Degree
Goldman Sachs Asset Management August 2014 - Present
Hatteras Funds 2004 - August 2014
CAPTRUST 2001 - 2004
Thornburg Investment Management 1998 - 2000
State Street 1996 - 1998
Skills
Alternative Investments, Series 7, Mutual Funds, Investments, New Business Development, Fund Of Funds, Hedge Funds, Private Equity, Investor Relations, Securities, Equities, Asset Managment, Investment Strategies, Asset Allocation, Investment Advisory, Investment Management, Retirement Planning, Financial Advisory
Education
Boston College - Carroll School of Management
Bachelor of Science (BS), Finance and Marketing
State Street 2014 - Present
State Street 2010 - 2013
Liberty Mutual Group 2007 - 2010
Liberty Mutual Group 2003 - 2007
Lavastorm 2002 - 2003
Arthur Andersen 2001 - 2002
Ernst & Young 1997 - 1999
Bell Atlantic 1995 - 1997
BDM 1994 - 1995
Skills
Financial Analysis, Process Improvement, Forecasting, Project Management, Budgets, Analysis, Management, Essbase, Business Analysis, Financial Modeling, Risk Management, Hyperion Planning, Data Analysis, Program Management, Business Process...
Education
Cornell University 1990 — 1994
BS, Operations Research & Industrial Engineering
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2009
MSF
Abt Associates January 2014 - Present
State Street January 2013 - January 2014
Tufts University October 2012 - January 2013
John Hancock Life Insurance Company (U.S.A.) May 2011 - January 2012
Mayor's Summer Youth Employment Program (MSYEP) May 2010 - August 2010
The Young People's Project, Inc December 2006 - May 2008
Skills
Microsoft Office, Data Analysis, Windows 7, SPSS, Mac OS X, Benefits Administration, Oracle HR, Oracle Discoverer, COBRA, Sweep Accounts, Workforce Management, Online Marketing, HRIS Database Management, Market Research, Epic, WebFOCUS, Compass, Workday, Report Building, KENEXA, Employee Surveys, Recruiting, Talent Acquisition, Background Checks, Cash Flow Forecasting, Fund Administration, Organizing
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science in Management, Human Resource Management, Marketing
ADP January 2015 - Present
ADP July 2011 - January 2015
ADP January 2003 - July 2011
ADP June 1999 - January 2003
State Street Bank January 1995 - June 1999
State Street January 1993 - January 1995
Skills
ADP Payroll, Benefits Administration, Employee Benefits, Payroll, HRIS, HRO, Applicant Tracking..., Talent Management, 401k, Onboarding
Education
Boston College - Carroll School of Management 1995 — 1998
Master of Business Administration (M.B.A.)
Colby College 1987 — 1991
Bachelor of Arts (B.A.)
Longfellow Investment Management Co. December 2012 - Present
Capital IQ January 2011 - August 2012
State Street March 2008 - January 2011
John Hancock Financial Network June 2007 - February 2008
Skills
Financial Modeling, Fixed Income, Equities, Financial Analysis, Data Analysis, Microsoft Excel, Finance, Economics, Analysis, Derivatives, Credit Analysis, Investment Banking, Investments, Investment Management, DCF, Private Equity, Credit, Fixed Income Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Asset Management, 3.52/4.00
University of Massachusetts, Amherst
B.A., Economics
Newton North High School
EY August 2013 - Present
Ernst & Young June 2012 - August 2012
State Street June 2011 - August 2011
Skills
Auditing, Financial Analysis, Management, Accounting, US GAAP, Microsoft Excel, Financial Statements, Financial Modeling, External Audit, Financial Reporting, Budgets, Financial Audits, SEC filings, Fund Accounting, Nonprofits, Finance, IFRS, Microsoft Office, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, QuickBooks
Education
Boston College - Carroll School of Management 2012 — 2013
Master of Science (M.S.), Accounting
Saint Michael's College 2008 — 2012
Bachelor of Science (B.S.), Accounting, Business Administration
Hingham High School 2004 — 2008
State Street November 2014 - Present
Sapient September 2013 - November 2014
Houghton Mifflin Harcourt May 2011 - May 2013
K&L Gates June 2010 - April 2011
The Vanguard Group April 2008 - September 2009
The Vanguard Group August 2006 - April 2008
The Vanguard Group November 2004 - August 2006
Skills
Cross-functional Team..., Leadership Development, Program Management, Process Improvement, Project Management, Leadership, Management, Analysis, Strategic Planning, Human Resources, Training, Business Development, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA, Global Leadership, Marketing Informatics
Villanova University 2000 — 2004
BA, Communication
Deloitte & Touche September 2010 - Present
Boston College Portico Program September 2009 - December 2009
State Street June 2009 - August 2009
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, CPA, US GAAP, Auditing, SEC filings, GAAP, External Audit, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
MSA, Accounting
Boston College - Carroll School of Management 2006 — 2010
BS, Accounting and Finance
Università Commerciale 'Luigi Bocconi' 2008 — 2008
Finance and International Business
Huron Consulting Group January 2014 - Present
Huron Consulting Group July 2011 - December 2013
Boston College June 2009 - May 2011
State Street August 2006 - August 2008
Boston College 2003 - 2006
Skills
Financial Modeling, Data Analysis, Research, Higher Education, Financial Analysis, Non-profits, Analysis, Event Planning, Strategic Planning, Public Speaking, PowerPoint, Social Media, Strategy
Education
Boston College - Carroll School of Management 2002 — 2006
Bachelor of Science in Business Management, Marketing
Boston College - Lynch School of Education 2009 — 2011
Master of Arts, Higher Education Administration
Loyola Academy 1998 — 2002
Massachusetts Supreme Judicial Court August 2014 - December 2014
State Street May 2014 - August 2014
Governor's Office Legal Counsel May 2013 - August 2013
United Faculty of Florida-FIU 2011 - 2012
South Florida Jobs with Justice January 2004 - December 2010
NC Occupational Safety & Health Project 1998 - January 2004
Skills
Community Organizing, Community Outreach, Grant Writing, Non-profits, Nonprofits, Human Rights, Volunteer Management, Policy Analysis, Program Development, Grants, Politics, Public Policy, Research, Public Speaking, Legal Research, Legal Writing
Education
Boston College Law School 2012 — 2015
Juris Doctor (J.D.)
Wheaton College (MA) 1992 — 1997
Bachelor’s Degree, Medical Anthropology, magna cum laude
State Street August 2014 - Present
State Street August 2012 - July 2014
United Rentals June 2012 - July 2012
United Rentals October 2009 - May 2012
United Rentals November 2008 - September 2009
Skills
Financial Analysis, Budgets, Microsoft Excel, Strategic Planning, Contract Negotiation, PowerPoint, Project Management, Marketing Strategy, Process Improvement, Finance, Auditing, Data Analysis, Google Analytics, Analysis, Competitive Analysis
Education
Boston College - Carroll School of Management
Master of Business Administration (MBA), Finance
Bucknell University
Bachelor of Science in Business Administration, Management
St. Sebastian's School
BNP Paribas Investment Partners August 2013 - Present
BNP Paribas Investment Partners October 2008 - August 2013
Fortis Investments December 2005 - October 2008
State Street 2004 - 2005
Skills
Bloomberg, Equities, Mutual Funds, Fixed Income, Business Analysis, Microsoft Excel, Asset Management, Investments, Portfolio Management, Credit, Valuation, Hedge Funds, Derivatives, Financial Modeling, Alternative Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2014
MBA, GPA 3.57
Brown University 1999 — 2003
Bachelor of Arts, Public and Private Sector Organizations
Alexion Pharmaceuticals, Inc. February 2014 - Present
Alexion Pharmaceuticals July 2011 - February 2014
Alexion Pharmaceuticals January 2009 - July 2011
Pfizer, Inc June 2001 - January 2009
Fidelity Investments 1999 - 2001
Keyport Life Insurance / Liberty Financial Companies July 1997 - June 1999
Fidelity Investments March 1994 - July 1997
The Boston Company May 1989 - March 1994
State Street September 1988 - May 1989
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2001
MBA, Finance
Providence College 1984 — 1988
BS, Finance
State Street August 2011 - Present
State Street November 2008 - July 2011
State Street November 2007 - November 2008
State Street August 2006 - November 2007
Investors Bank & Trust August 2005 - August 2006
Skills
Financial Analysis, Fixed Income, Leadership, Financial Modeling, Bloomberg, Risk Management, Mutual Funds, Derivatives, Securities, Alternative Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA
Villanova University 2001 — 2005
Federal Reserve Bank of Boston May 2013 - Present
State Street October 2003 - April 2013
PricewaterhouseCoopers September 2000 - October 2003
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Auditing, Accounting, Financial Analysis, Fund Accounting, Enterprise Risk..., US GAAP, Financial Reporting, IT Audit, Financial Accounting, COSO, Operational Risk..., Risk Management, Financial Risk, Financial Services, Financial Audits, Sarbanes-Oxley
Education
Suffolk University - Sawyer School of Management 2006 — 2010
MBA
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
Bachelor of Science (BS), Accounting
State Street July 2007 - Present
Investors Bank & Trust December 1995 - July 2007
Coopers & Lybrand 1989 - 1995
Skills
CPA
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2002
MSF, Finance
Suffolk University 1986 — 1989
BSBA, Accounting
State Street July 2007 - Present
Investors Bank & Trust September 1993 - July 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2002
MBA
Western New England University 1989 — 1993
BSBA, Accounting
Bain Capital/Sankaty Advisors July 2013 - Present
Bain Capital/Sankaty Advisors September 2006 - June 2013
State Street Global Advisors September 2005 - September 2006
State Street September 2004 - September 2005
State Street March 2003 - September 2004
Skills
Fixed Income, Bonds, Equities, Bloomberg, Derivatives, Financial Analysis, Hedge Funds, CDS, Financial Services, Operations, Dodd-Frank, ISDA, SEF, Clearing, KYC, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
MBA
College of the Holy Cross 1998 — 2002
Bachelor of Arts (B.A.), History
Schenectady High School 1994 — 1998
Cabot Heritage Corporation October 2014 - Present
Sonar Capital Management May 2006 - June 2011
BISYS Fund Services April 2005 - May 2006
State Street June 2004 - April 2005
Skills
Accounting, Fixed Income, Equities, Mergers & Acquisitions, Portfolio Management, Start-ups, Venture Capital, Valuation, Finance, Investments, Auditing, Mutual Funds, Hedge Funds, Cash Flow, Strategy, Trading, Entrepreneurship, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA, Management
Framingham State University 2000 — 2004
Bachelor's Degree, Economics
Lumint Currency Management July 2014 - Present
State Street March 2013 - March 2014
State Street April 2012 - March 2013
State Street September 2009 - April 2012
State Street September 2008 - September 2009
Monitor Group May 2008 - August 2008
Mercer January 2005 - December 2007
Mercer Human Resource Consulting 2001 - 2005
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investments, Risk Management, Portfolio Management, Finance, Equities, Business Analysis, Fixed Income, Derivatives, Asset Managment, Business Strategy, Analytics, Investment Management, Asset Management, Forecasting, Strategy, Currency, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Finance
Brown University 1997 — 2001
BA, Business Economics
Santander Bank, N.A. August 2015 - Present
State Street January 2015 - Present
State Street Corporation December 2010 - Present
State Street June 2006 - December 2010
Freddie Mac 2002 - 2006
Capital Advisory Services 1999 - 2002
Arthur Andersen 1996 - 1999
Skills
Finance, Financial Reporting, Sarbanes-Oxley Act, SEC filings, Internal Controls, Accounting, Corporate Finance, US GAAP, Business Process..., Process Improvement, Sarbanes-Oxley, Mergers & Acquisitions, Auditing, Forecasting, Strategic Financial...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MSF
William & Mary 1992 — 1996
BBA in Accounting
The Derryfield School 1988 — 1992
HS
State Street Alternative Investment Solutions April 2015 - Present
State Street September 2012 - Present
State Street March 2011 - November 2012
State Street July 2009 - March 2011
Navigant Consulting September 2007 - June 2009
Boston University School of Management 2003 - 2007
Barclays Wealth September 2006 - December 2006
Skills
Financial Services, AML, Due Diligence, Asset Managment, Quantitative Analytics, Management Consulting, Alternative Investments, Business Analysis, Risk Assessment, Global Regulatory..., Regulatory Filings, Form ADV, Asset Management, Program Management, Internal Controls, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Boston University 2003 — 2007
Bachelor's degree, Finance
Boston University Questrom School of Business 2003 — 2007
BS, Finance
Rockland Trust September 2015 - Present
Santander Bank, N.A. April 2014 - September 2015
State Street July 2009 - April 2014
State Street Global Advisors 2003 - 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
MSF
Northeastern University 1997 — 2002
Landseer March 2014 - Present
Seeds of Peace October 2013 - Present
Novus Partners November 2011 - February 2014
Novus Partners November 2010 - October 2011
State Street April 2008 - October 2010
State Street January 2008 - March 2008
Clough Capital Partners, LP May 2006 - August 2006
Skills
Hedge Funds, Portfolio Management, Asset Management, Leadership, Alternative Investments, Risk Management, Bloomberg, Equities, Valuation, Financial Modeling, Investments
Education
Washington University in St. Louis 2003 — 2007
BA, Political Science and Government
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2008
MS, Finance
NNHS
State Street August 2013 - Present
Putnam Investments January 2006 - August 2013
Putnam Investments January 1998 - January 2006
Skills
Investor Relations, Marketing Communications, Integrated Marketing, Corporate Communications, Mutual Funds, Social Media, Internal Communications, Thought Leadership, Social Media Marketing, Crisis Communications, Marketing Strategy, Advertising, Message Development, Direct Marketing
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2001
MBA, Marketing
Fairfield University 1989 — 1993
BA, English, Economics
Marquette University High School 1985 — 1989
State Street December 2010 - Present
State Street January 2009 - December 2010
State Street September 2007 - January 2009
State Street August 2006 - September 2007
State Street June 2005 - August 2006
Skills
Equities, Mutual Funds, Financial Modeling, Securities, Financial Analysis, Fixed Income, Investments, Portfolio Management, Derivatives, Microsoft Excel, Finance, Financial Services, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
Master's, Finance
University of Vermont 2000 — 2005
BS, Business Admin
Essex Junction H.S. 1996 — 2000
State Street 2008 - Present
Fidelity Investments 2005 - 2008
Fidelity Investments 2003 - 2005
Fidelity Investments 1999 - 2003
Skills
Mutual Funds, Fund Accounting, Bloomberg, Equities, Fixed Income, ETFs, Auditing, Securities, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2008
MBA, Finance
Providence College 1995 — 1999
Bachelor of Science (BS)
Joe Case 1991 — 1995
The Container Store August 2010 - Present
M. E. Bernet October 2004 - Present
State Street August 1993 - June 2003
BBN Communications August 1986 - July 1993
Skills
Data Analysis, Sales, Presentations, Customer Support, Team Leadership, Line Management, Troubleshooting, Product Management, Program Management, Management, Public Speaking, CRM, Analysis, Process Improvement, Retail, Security, Networking, Testing, Microsoft Excel, Network Security
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1992
M.B.A., Business
Northeastern University 1981 — 1986
B.S., Mathematics / minor Computer Science
Boston Latin Academy 1975 — 1981
Diploma, Classical college prep
Tufts University October 2011 - Present
Genzyme August 2010 - October 2011
Genzyme March 2008 - July 2010
Genzyme Corporation March 2005 - March 2008
State Street March 2004 - March 2005
National Commerce Financial Corporation June 2002 - March 2004
State Street January 2001 - September 2001
State Street April 1999 - January 2001
State Street October 1997 - April 1999
Skills
Forecasting, Budgeting, Analysis, Excel, Financial Analysis, Business Analysis, Variance Analysis, Monthly Close, Demand Planning, Accruals, Account Reconciliation, Budgets, Microsoft Excel, Financial Reporting, Finance, Financial Modeling, PeopleSoft, Managerial Finance, Process Improvement, Accounting, Training, Financial Forecasting, Management, Strategic Financial..., Internal Controls, Data Analysis, Hyperion Enterprise, Leadership, Access, SAP, Sarbanes-Oxley Act, Cross-functional Team..., Auditing, Corporate Finance, Cost Accounting, Risk Management, Business Process...
Education
Boston College - Carroll School of Management 2006 — 2008
MBA
Ithaca College 1993 — 1997
Bachelors
State Street July 2014 - Present
State Street July 2013 - July 2014
State Street February 2012 - July 2013
State Street July 2010 - February 2012
Boston College November 2006 - April 2010
Millennium Pharmaceuticals May 2009 - August 2009
State Street June 2008 - August 2008
State Street June 2007 - August 2007
Eastern Bank 2007 - 2007
Skills
Accounting, Excel, Financial Analysis, Microsoft Excel, Finance, Fund Accounting, Bloomberg, Outlook, Word, PowerPoint, Data Analysis, Microsoft Office, Research, Leadership, Social Media, Public Speaking, Financial Accounting
Education
Boston College - Carroll School of Management 2006 — 2010
Bachelor of Science (BS), Finance, General
Argent Wealth Management February 2008 - Present
State Street 2007 - 2008
Investors Bank & Trust July 1988 - July 2007
Skills
Wealth Management, Asset Management, Investment Advisory, Financial Modeling, Financial Services, Fund Accounting, Risk Management, Estate Planning, Strategic Financial..., Retirement Planning, Personal Finance
Education
Boston College - Carroll School of Management 1990 — 1992
Master's degree, Finance
University of Vermont 1983 — 1987
Bachelors of Science, Business Administation
BNP Paribas June 2012 - Present
RBS Global Banking & Markets June 2006 - June 2012
State Street June 2005 - August 2005
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2006
Bachelor, Finance
Self Employed - Instructional Design February 2009 - Present
State Street 2004 - 2009
ConocoPhillips 1999 - 2004
BP Amoco 1990 - 1997
Education
Boston College - Wallace E. Carroll Graduate School of Management 1976 — 1978
MBA, Business - Human Resources
State Street January 2011 - Present
State Street November 2006 - January 2011
State Street July 2005 - November 2006
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Finance, Financial Services, Microsoft Excel, Management, Corporate Finance, Forecasting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master of Business Administration (MBA)
University of Virginia 2001 — 2005
B.S., Commerce
BNY Mellon January 2014 - Present
BNY Mellon November 2011 - December 2013
State Street September 2005 - November 2011
Gallery Automotive Group 2001 - 2005
Skills
Equities, Accounting, Mutual Funds, Bloomberg, Fixed Income, Microsoft Excel, Financial Services, Financial Modeling, Financial Analysis, Management, Risk Management, Risk Analysis, Fund Accounting, Securities, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2014
Master of Business Administration (M.B.A.)
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2014
Master’s Degree, Finance
University of Massachusetts, Amherst 1998 — 2002
BA, Economics
State Street October 2003 - Present
Skills
Internal Controls, Microsoft Excel, GAAP, Business Analysis, General Ledger, Outlook, PowerPoint, Microsoft Word, CISA, Strategic Sourcing, Business Development, Strategic Planning, Solvency II, M&A experience, Accounting, Event Planning, Financial Reporting, Contract Negotiation, Macroeconomics, Financial Analysis
Education
Boston College - Carroll School of Management 1999 — 2003
Bachelor's degree, Accounting and Marketing
Boson College High School 1996 — 1999
Eaton Vance July 2015 - Present
State Street Global Advisors March 2011 - July 2015
Eze Castle Software January 2005 - March 2011
State Street September 2003 - December 2004
Skills
Trading Systems, Business Analysis, Requirements Analysis, User Acceptance Testing, Troubleshooting, Order Management, SQL, Banking, Quality Assurance, Trading
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2003
Bachelor of Science, Finance and Information Systems
Boston Latin Academy
Cambridge Savings Bank October 2014 - Present
TD Bank, N.A. 2009 - 2014
Citizens Bank 2000 - 2008
State Street 1998 - 2000
BankBoston 1988 - 1998
All Metals Industries, inc. 1986 - 1988
The First National Bank of Boston 1983 - 1985
Skills
Credit, Loans, Commercial Lending, Credit Analysis, Banking, Portfolio Management, Small Business Lending, Commercial Banking, Risk Management, Finance, Financial Analysis, Investments, Credit Risk, Consumer Lending, Financial Services, Mortgage Lending, Retail Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
Tufts University
Bachelor of Arts (B.A.), Economics
Moody's Analytics Project Director in ERM Counterparty CreditState Street BankFebruary 2012 - March 2014
State Street Bank May 2009 - February 2012
State Street May 2007 - May 2009
State Street May 2006 - April 2007
Skills
Credit Risk, Financial Modeling, Equities, Bloomberg, Asset Management, Financial Services, Banking, Basel II, Financial Analysis, Strategic Leadership, Derivatives, Investments, Fixed Income, Credit Analysis, Business Analysis, Risk Management, Securities, Process Improvement, Hedge Funds, Analysis, Portfolio Management, Valuation, Capital Markets, Financial Risk, Team Management, Economics, Fund Accounting, Market Risk, Alternative Investments, Mutual Funds, FX Options, Financial Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
MBA
Stonehill College 1999 — 2003
B.A., Economics
Fidelity Investments 2005 - 2009
State Street Global Advisors 1997 - 2004
State Street 1991 - 1997
Skills
Database Marketing, Mutual Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA
National University of Singapore
BA, Architecture
Stone Toro Asset Management 2009 - Present
BlackRock 2006 - 2009
Merrill Lynch Investment Managers 1999 - 2006
Bankers Trust Company 1994 - 1999
State Street 1989 - 1994
Skills
Equities, Hedge Funds, Alternative Investments, Asset Managment, Quantitative Investing
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1994
MBA, Finance
Isenberg School of Management, UMass Amherst 1985 — 1989
BBA, Finance
Carver Federal Savings Bank February 2013 - Present
Carver Federal Savings Bank June 2010 - February 2013
Citigroup April 2005 - June 2010
Citigroup August 1999 - April 2005
State Street June 1995 - August 1999
Skills
Securities, Mutual Funds, Financial Analysis, Financial Modeling, Banking, Portfolio Management, Credit Analysis, Cash Management, Loans, Asset Management, Equities, Due Diligence, Financial Risk, Fund Accounting, Capital Markets
Education
AIB 2012 — 2014
AIB Bank Financial Management Diploma
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1995
BS, Finance
Woldingham 1984 — 1991
KPMG US March 2014 - Present
State Street June 2013 - March 2014
Deutsche Bank December 2009 - August 2012
Sabanci University September 2009 - June 2010
The Coca-Cola Company July 2008 - August 2008
Deloitte & Touche January 2008 - February 2008
Skills
Corporate Finance, Investment Banking, Valuation, Financial Analysis, Strategy, Financial Modeling, Fixed Income, Private Equity, Project Finance, Equities, Economics, Bloomberg Terminal, Structured Finance, Cash Management, Emerging Markets, Financial Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2014
MBA / MS Finance
Sabanci University 2006 — 2010
B.A., Economics
University of California, Los Angeles
Summer Session
Saint George Austrian High School 2001 — 2006
Foreside Financial Group, LLC September 2014 - Present
State Street Global Advisors (SSgA) November 2012 - September 2014
State Street October 1995 - November 2012
Skills
Fund Accounting, Mutual Funds, Fund Administration, Global Custody, Corporate Actions, Relationship Management, Financial Services, Asset Management, Alternative Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2002
MBA, Finance
University of Massachusetts Dartmouth 1991 — 1995
BOS, Accounting
Merchants Bank January 2015 - Present
Bridgewater Savings Bank May 2014 - January 2015
Merchants Bank August 2012 - April 2014
MFS Investment Management December 2008 - July 2012
State Street 2006 - 2009
Investors Bank & Trust 2006 - 2008
Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Derivatives, Asset Managment, Investments, Financial Statement..., Microsoft Excel, Microsoft Word, Financial Accounting, Credit, Commercial Banking, Loans, Relationship Management, Commercial Lending, Small Business Lending, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
MBA, Business Administration, 3.8
University of Rhode Island - College of Business Administration 2001 — 2005
B.S., Finance
State Street January 2010 - Present
State Street September 2007 - December 2009
State Street June 2005 - September 2007
Education
Boston College - Carroll School of Management 2006 — 2007
Partial completion of Master of Science, Finance
Brown University 1998 — 2002
Bachelor's degree, Business/Managerial Economics
State Street September 2012 - Present
State Street May 2011 - September 2012
State Street October 2009 - May 2011
State Street March 2008 - October 2009
Fidelity Investments February 1994 - February 2008
Skills
Financial Modeling, Competitive Analysis, Investments, Financial Services, Financial Analysis, Mutual Funds, Bloomberg, Equities, Alternative Investments, Strategic Financial..., Pricing, Performance Measurement, Strategy, KPI Dashboards, Forecasting, Valuation, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2005
MBA/MSF, Finance
Saint Martin's College 1991 — 1993
BA, Finance; Accounting
Citizens Financial Group, Inc. September 2014 - Present
State Street 2009 - September 2014
US Trust Company/Bank of America March 2006 - June 2008
Bank of America January 2000 - June 2004
Bank of America January 1994 - January 2000
Skills
Relationship Management, Financial Services, Due Diligence, Risk Management, Banking, Securities, Fixed Income, Hedge Funds, Equities, Investments, Financial Risk, Asset Management, Mutual Funds, AML
Education
Providence College 1986 — 1990
BA, Liberal Arts and Sciences, General Studies and Humanities
Boston College - Wallace E. Carroll Graduate School of Management
Corporate Giving Certificate
Northwestern University
Trust School Certificate
Revenue Solutions, Inc. June 2015 - Present
Weber Shandwick June 2008 - June 2015
Exigen Services/StarSoft Development Labs January 2008 - May 2008
Brown Brothers Harriman 2007 - 2008
State Street 2006 - 2007
Skills
Corporate Law, Financial Services, Finance, Compliance, Strategic Communications, Social Media, Public Relations, Crisis Communications, Corporate Communications, Leadership, Strategy, Budgeting
Education
Suffolk Law School 2010 — 2014
JD, Law
Boston College - Carroll School of Management 2003 — 2007
Finance, Management / Finance
State Street 2011 - Present
Eze Castle Software 2009 - 2010
Skills
Equities, Bloomberg, Financial Analysis, Investments, Financial Markets, Economics, Derivatives, Fixed Income, Hedge Funds, Bloomberg Terminal, Asset Management, Financial Services, Capital Markets, Portfolio Management, Liquidity Risk
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master’s Degree, Finance
University of Massachusetts, Amherst
Bachelor’s Degree, Economics
Ryder System, Inc. May 2015 - Present
Ryder System, Inc. June 2014 - May 2015
Ryder System, Inc. June 2013 - August 2013
State Street November 2010 - July 2012
State Street July 2009 - November 2010
State Street May 2008 - July 2009
Skills
Bloomberg, Fixed Income, Financial Analysis, Financial Modeling, Securities, Mutual Funds, Financial Services, Finance, Equities, Valuation, Investments, Corporate Actions, Derivatives, Alternative Investments, Asset Management, Account Reconciliation, Trading, Bonds
Education
Boston College - Carroll School of Management 2012 — 2014
Master of Business Administration (MBA)
Western Oregon University 2002 — 2007
Business Administration, Accounting
BlackRock November 2013 - Present
State Street Associates August 2013 - November 2013
State Street July 2012 - August 2013
Brownson, Rehmus & Foxworth March 2012 - June 2012
State Street June 2011 - December 2011
Wilmington Trust November 2010 - May 2011
Skills
Interest Rate..., Government Bonds, Fixed Income, Hedge Funds, Asset Management, Alpha Generation, Asset Allocation, Matlab, VBA, SQL, Access, Bloomberg, Quantitative Analytics, Portfolio Optimization, Equities, Valuation, Financial Modeling, Datastream, Derivatives, Data Analysis, Portfolio Management, Capital Markets, Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
Master's Degree, Finance
Stanford University 2006 — 2010
Master's Degree, Chemistry
Peking University
Bachelor's Degree, Chemistry
State Street April 2013 - Present
State Street Corporation November 2008 - April 2013
State Street Corporation May 2005 - October 2008
Skills
Accounting, Analysis, Fixed Income, Leadership, Mutual Funds, Performance Measurement, Superior Client Service
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2008
Masters, Finance
University of Rhode Island - College of Business Administration 2001 — 2005
Bachelors, Finance
State Street 1994 - Present
State Street 1999 - 2014
State Street 1999 - 2014
First National Bank of Boston 1989 - 1994
Salomon Brothers NY 1987 - 1989
Education
Boston College - Carroll School of Management
Master of Business Administration (MBA), Finance, General
Providence College
Bachelor of Science (BS), Finance, General
State Street Bank January 1995 - July 2011
State Street January 1995 - June 1997
Skills
Treasury Management, Payment System Risk..., Cash Management, Cash Flow Forecasting, Liquidity Risk, Wire Transfers, Anti Money Laundering
Education
Boston College - Carroll School of Management 1991 — 1995
B.S, ECONOMICS
QuickBooks ProAdvisor May 2012 - Present
State Street September 2009 - January 2012
likkedin 2012 - 2012
likkedin 2012 - 2012
Jewish Vocational Service (JVS) 2009 - 2009
Massachusetts Department of Revenue August 1984 - January 2008
Skills
Certified QuickBooks..., Tax, General Ledger, CPA, QuickBooks, Tax Returns, Account Reconciliation
Education
Boston College - Carroll School of Management
B.S.B.A., Accounting
Suffolk University
Master's degree, Business Education
Jersey City Public Schools September 2004 - Present
State Street September 1996 - August 2003
Skills
Public Speaking, Event Planning, Research, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Staff Development, Non-profits, Customer Service, Microsoft Word, Data Analysis, Teaching, Coaching, Spanish
Education
Simmons College - Simmons School of Management 1998 — 2000
MBA
Boston College - Carroll School of Management 1990 — 1994
B.S. Business of Administration, Marketing
LogMeIn January 2015 - Present
LogMeIn May 2012 - December 2014
PwC 2009 - 2012
Organogenesis 2008 - 2009
Coley Pharmaceutical Group 2006 - 2008
State Street 2004 - 2006
Skills
CPA
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2009
Masters of Science in Accountancy, Accounting
Stonehill College 2000 — 2004
Bachelor of Business Administration (B.B.A.), Management
Stonehill College 2000 — 2004
Bachelor of Arts (BA), Spanish
State Street 1999 - Present
Fleet Bank 1996 - 1999
Brown Brothers Harriman 1987 - 1995
Skills
Mutual Funds, Fixed Income, Banking, Risk Management, Business Analysis, Equities, Bloomberg, Financial Services, Investments, Derivatives, Portfolio Management, Securities, Asset Managment, Financial Analysis, Relationship Management, Alternative Investments, Trading, Capital Markets, Financial Markets, Foreign Exchange, Interest Rate..., Currency Futures, FX Options, Options Strategies, Asset Management, Global Custody, Cash Management, Investment Banking, Treasury Management, Financial Risk, Electronic Trading, Bonds, Credit Risk, Trading Systems, Middle Office, Investment Management, Treasury, Back Office
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science in Finance
Stonehill College
Bachelor of Science Business Administration